Users, roles, retention
Settings
Users
| Display name | Role label | Role key | Last active |
|---|---|---|---|
| Rowan ValeU-REVIEWER | Founder (Reviewer) | reviewer | 2026-02-18 13:52 |
| Marisol QuistU-PREPARER-A | Preparer A | preparer | 2026-02-18 14:11 |
| Theo BramwellU-PREPARER-B | Preparer B | preparer | 2026-02-18 14:18 |
Permission matrix
Every capability, every role. This is the security answer in one screen.
| Object | Capability | reviewer | preparer |
|---|---|---|---|
| Returns | View returns | ✓ | ✓ |
| Create and edit returns | ✓ | ✓ | |
| Advance stage (non-review) | ✓ | ✓ | |
| Gate review → client review | ✓ | — | |
| Close or delete a return | ✓ | — | |
| Documents | View documents | ✓ | ✓ |
| Request and receive documents | ✓ | ✓ | |
| Remove documents | ✓ | — | |
| Signatures | View signature requests | ✓ | ✓ |
| Send for signature | ✓ | ✓ | |
| Cancel a signature request | ✓ | — | |
| Invoices | View invoices | ✓ | ✓ |
| Draft and edit invoices | ✓ | ✓ | |
| Send invoices | ✓ | ✓ | |
| Record a payment | ✓ | — | |
| Settings | View settings | ✓ | ✓ |
| Edit settings | ✓ | — | |
| Manage users and roles | ✓ | — |